Wealth Management Team | Plancorp

Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.

Work With Plancorp
Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

Explore Our Services
Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

Explore Our Services
About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

Read Reviews
Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
Is your financial plan missing something?

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Client Login
Client Login

Kelsey Abbott

Senior Wealth Manager
Ray Adrian

Portfolio Administrator
Farah Alam

Investment Research Manager
Bob Anderberg

Financial Wellness Advisor
Kyle Attarian

Senior Wealth Manager
Matt Baisden

Director of Corporate Retirement Planning
Kelsie Barrow

Senior Financial Planner
Bryan Barts

Succession Planning Analyst
Ashleigh Benoist

Marketing Specialist
Ben Bochantin

Financial Planner
Becky Bone

RPA Relationship Manager
Travis Buckner

Office Services Coordinator
Erick Burtness

Senior Software Engineer
Jamie Cailteux

Family Office Assistant
Riley Clancy

Financial Planner
Kyle Clore

Financial Planner
Susan Conrad

Chief Business Development Officer
Mary Crawley

Financial Wellness Advisor
Mike Dambach

Tax Advisor
Kevin Daniel

Senior Wealth Manager
Mike Dempsey

Senior Wealth Manager
Nicole Dexter

HR Generalist
Luke Diles

Senior Tax Associate
Samantha Dombek

Wealth Manager
Michael Esson

Chief Information Security Officer
Meaghan Faerber

Senior Wealth Manager
Steven A. Frank

Senior Wealth Manager
Chad Frazier

Senior Wealth Manager
Wes Garton

Chief Financial Officer and Interim Chief Operating Officer
Sara Gelsheimer

Senior Wealth Manager
Larry Guess

Director of Business Succession Planning
Leo Haas

Advisor
Jacob Haas

Manager of Application Development
Derek Hartley

Chief Growth Officer
Kori Hemmann

Family Office Accounting Specialist
Ben Hoefft

Portfolio Administrator
Lisa Hult

Client Center Concierge
Derek Jess

Senior Manager of Advisor Success
Amy Jones

Chief People Officer
Patti Jones

Client Service Consultant
Susan Jones

Director of Tax and Strategic Wealth Transfer
Deepthi Kamepalli

Senior Salesforce Administrator
Eli Katz

Senior Financial Planner
Desiree Kaul

Financial Wellness Advisor
Chris Kerckhoff

President & CEO
Melissa King

Client Service Consultant
Brian King

Chief Advisory Officer
Sean Kyle

Senior Wealth Manager
Peter Lazaroff

Chief Investment Officer
Larry LeGrand

Tax Advisor & Partner Emeritus
Austin Lewis

Senior Wealth Manager
Katelyn Maniguet

Executive Assistant
Tia McCartney

Talent Specialist
Charley Meyer

Director of Institutional Asset Management
Kristen Moser

Digital Marketing Specialist
Merilee Mulvaney

Executive Assistant
Deanna Orf

Wealth Manager
Steve Owens

Participant Services Advisor
Joe Patane

Advisor
Sierra Pett

Onboarding Specialist
Devin Ploesser

Client Development Manager
Nick Pollitt

Financial Planner
Stephen Pursley

Portfolio Analyst
Cora Reed

Billing Specialist
Connie Reichert

Wealth Manager
Rachel Rogers

Project Manager
Katie Rummel

Client Service Consultant
Erwin Santiago

Director of Portfolio Management and Custodial Relationships
John J. Sastry

Chief Legal and Compliance Officer
Joleen Scharenbroch

Wealth Manager
Ben Schwartz

Senior Wealth Manager
Nick Sebelski

Training Coordinator
Madeline Shores

Senior Financial Planner
Jeff Smith

Chief Operating Officer
Yezmin Thomas

Wealth Manager
Meredith Tilman

Accounting Manager
Dawn Torres-Gale

Financial Wellness Advisor
Jordyn Vazquez

Client Service Consultant
Ranie Verby

Director of Practice Management
Brian Watson

Financial Wellness Advisor Lead
Jessie Weiss

Senior Wealth Manager
Stacy Westercamp

Client Services Consultant
Brian Wiedermann

Senior Wealth Manager